Expand Energy Corp
EXE- Exchange
- Nasdaq
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0000895126
No open-market purchases or sales by Expand Energy Corp insiders were filed in the last 90 days; 853 institutions reported holding it in 13F filings for Q2 2026, worth $20.0B in total; Oaktree Capital is the only superinvestor holding it.
13F holders, Q2 2023
Institutional positions in Expand Energy Corp as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 457
- 0 vs. Q1 2023
- Shares held
- 129.7M
- +1.53M (+1.2%) vs. Q1 2023
- Total value
- $10.9B
- +$1.13B (+11.6%) vs. Q1 2023
- New holders
- 66
- 158 more added
- Sold out
- 66
- 161 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EXE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 853 | $20.0B |
| Q1 2026 | 899 | $24.0B |
| Q4 2025 | 871 | $24.6B |
| Q3 2025 | 764 | $23.7B |
| Q2 2025 | 812 | $25.2B |
| Q1 2025 | 737 | $24.7B |
| Q4 2024 | 641 | $22.6B |
| Q3 2024 | 467 | $12.9B |
| Q2 2024 | 470 | $11.8B |
| Q1 2024 | 495 | $12.6B |
| Q4 2023 | 467 | $10.2B |
| Q3 2023 | 479 | $11.8B |
| Q2 2023 | 457 | $10.9B |
| Q1 2023 | 459 | $9.73B |
| Q4 2022 | 491 | $12.3B |
| Q3 2022 | 436 | $12.3B |
| Q2 2022 | 386 | $10.8B |
| Q1 2022 | 345 | $12.1B |
| Q4 2021 | 268 | $8.47B |
| Q3 2021 | 209 | $6.79B |
| Q2 2021 | 170 | $5.64B |
| Q1 2021 | 118 | $4.08B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 10,000 | $836.8K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,027 | $839.1K | 0.02% | +637+6.8% | Added |
| British Columbia Investment Management Corp | 10,371 | $867.8K | 0.01% | +232+2.3% | Added |
| Clear Harbor Asset Management, LLC | 10,399 | $870.2K | 0.09% | +460+4.6% | Added |
| XTX Topco Ltd | 10,676 | $893.4K | 0.16% | +10,676 | New |
| D.A. Davidson & Co. | 10,751 | $899.7K | 0.01% | +1,112+11.5% | Added |
| Cubist Systematic Strategies, LLC | 10,815 | $905.0K | 0.01% | −116,218−91.5% | Reduced |
| Tectonic Advisors LLC | 11,075 | $926.8K | 0.11% | +987+9.8% | Added |
| Baker Tilly Wealth Management, LLC | 11,178 | $935.3K | 0.10% | +701+6.7% | Added |
| Private Advisor Group, LLC | 11,156 | $935.8K | 0.01% | +4,192+60.2% | Added |
| Pearl River Capital, LLC | 11,218 | $938.7K | 0.15% | +5,382+92.2% | Added |
| Toroso Investments, LLC | 11,394 | $953.0K | 0.03% | +6,962+157.1% | Added |
| Calamos Advisors LLC | 11,661 | $975.8K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 11,715 | $980.0K | 0.02% | −3,433−22.7% | Reduced |
| Aurora Investment Counsel | 11,730 | $981.6K | 0.63% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 11,955 | $1.00M | 0.01% | −330−2.7% | Reduced |
| Oppenheimer Asset Management Inc. | 12,251 | $1.03M | 0.02% | −374−3.0% | Reduced |
| TownSquare Capital, LLC | 12,288 | $1.03M | 0.02% | +6,070+97.6% | Added |
| CWA Asset Management Group, LLC | 12,294 | $1.03M | 0.07% | +350+2.9% | Added |
| Blue Rock Advisors, LLC | 12,535 | $1.05M | 2.78% | −9,931−44.2% | Reduced |
| Public Sector Pension Investment Board | 12,662 | $1.06M | 0.01% | −1,300−9.3% | Reduced |
| 44 Wealth Management LLC | 12,803 | $1.07M | 0.37% | +40.0% | Added |
| CMC Financial Group | 13,207 | $1.11M | 2.10% | −108−0.8% | Reduced |
| Hohimer Wealth Management, LLC | 13,328 | $1.12M | 0.31% | −466−3.4% | Reduced |
| Creative Planning | 13,400 | $1.12M | 0.00% | +13,399+1,339,900.0% | Added |
| Sunbelt Securities, Inc. | 13,476 | $1.13M | 0.16% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 13,500 | $1.13M | 0.84% | +4,375+47.9% | Added |
| Davenport & Co LLC | 13,510 | $1.13M | 0.01% | +7,555+126.9% | Added |
| X-Square Capital, LLC | 13,730 | $1.15M | 0.77% | −3,474−20.2% | Reduced |
| Public Employees Retirement Association of Colorado | 13,998 | $1.17M | 0.01% | −236−1.7% | Reduced |
| TD Asset Management Inc | 14,162 | $1.19M | 0.00% | −3,626−20.4% | Reduced |
| Lazard Asset Management LLC | 14,496 | $1.21M | 0.00% | +9,937+218.0% | Added |
| Vestmark Advisory Solutions, Inc. | 14,815 | $1.24M | 0.05% | −416−2.7% | Reduced |
| National Bank of Canada | 15,085 | $1.24M | 0.00% | +9,585+174.3% | Added |
| Paragon Associates & Paragon Associates II Joint Venture | 15,000 | $1.26M | 2.57% | −50,000−76.9% | Reduced |
| Ares Management LLC | 15,000 | $1.26M | 0.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 15,455 | $1.29M | 0.84% | +105+0.7% | Added |
| Tower Research Capital LLC (TRC) | 16,025 | $1.34M | 0.04% | +12,928+417.4% | Added |
| DnB Asset Management AS | 16,451 | $1.38M | 0.01% | 00.0% | Unchanged |
| NYL Investors LLC | 17,058 | $1.43M | 0.06% | 00.0% | Unchanged |
| STRS Ohio | 17,752 | $1.49M | 0.01% | −3,779−17.6% | Reduced |
| Teacher Retirement System of Texas | 17,766 | $1.49M | 0.01% | −4,045−18.5% | Reduced |
| 1832 Asset Management L.P. | 18,174 | $1.52M | 0.00% | −1,865−9.3% | Reduced |
| Panagora Asset Management Inc | 18,564 | $1.55M | 0.01% | +3,158+20.5% | Added |
| Amalgamated Bank | 18,736 | $1.57M | 0.01% | −1,703−8.3% | Reduced |
| Redwood Capital Management, LLC | 18,824 | $1.58M | 0.23% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 18,841 | $1.58M | 0.20% | −272−1.4% | Reduced |
| Aigen Investment Management, LP | 18,966 | $1.59M | 0.23% | +14,937+370.7% | Added |
| Storebrand Asset Management AS | 19,517 | $1.63M | 0.01% | +1,152+6.3% | Added |
| Bokf, NA | 20,000 | $1.67M | 0.03% | +18,854+1,645.2% | Added |
| Knott David M Jr | 20,000 | $1.67M | 0.71% | 00.0% | Unchanged |
| DRW Securities, LLC | 20,000 | $1.67M | 0.13% | +20,000 | New |
| Braun Stacey Associates Inc | 20,025 | $1.68M | 0.08% | −19,725−49.6% | Reduced |
| IFM Investors Pty Ltd | 20,383 | $1.71M | 0.02% | +287+1.4% | Added |
| Empowered Funds, LLC | 21,554 | $1.80M | 0.06% | −36,011−62.6% | Reduced |
| EA Series Trust | 21,554 | $1.80M | 0.06% | +21,554 | New |
| Utah Retirement Systems | 21,800 | $1.82M | 0.03% | +200+0.9% | Added |
| Bridgeway Capital Management, LLC | 22,200 | $1.86M | 0.04% | −3,000−11.9% | Reduced |
| Settian Capital LP | 22,200 | $1.86M | 1.55% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 22,483 | $1.88M | 0.02% | +19,583+675.3% | Added |
| Central Trust Co | 22,765 | $1.90M | 0.05% | −11,969−34.5% | Reduced |
| Bramshill Investments, LLC | 23,519 | $1.97M | 0.18% | −268−1.1% | Reduced |
| Guggenheim Capital LLC | 23,784 | $1.99M | 0.02% | −6,741−22.1% | Reduced |
| Independent Financial Group, LLC | 24,312 | $2.03M | 0.14% | +5,453+28.9% | Added |
| Delphi Financial Group, Inc. | 24,700 | $2.07M | 1.05% | 00.0% | Unchanged |
| KBC Group NV | 24,715 | $2.07M | 0.01% | −1,316−5.1% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $2.09M | 0.23% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 25,438 | $2.13M | 0.36% | +1,970+8.4% | Added |
| First Eagle Investment Management, LLC | 25,483 | $2.13M | 0.01% | −10,489−29.2% | Reduced |
| Amitell Capital Pte Ltd | 26,137 | $2.19M | 1.75% | 00.0% | Unchanged |
| South Dakota Investment Council | 26,193 | $2.19M | 0.05% | −1,800−6.4% | Reduced |
| Toronto Dominion Bank | 26,915 | $2.25M | 0.00% | −3,535−11.6% | Reduced |
| Swiss Life Asset Management Ltd | 27,419 | $2.29M | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 27,716 | $2.32M | 0.00% | −404−1.4% | Reduced |
| Nomura Asset Management Co Ltd | 28,608 | $2.39M | 0.01% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 29,200 | $2.44M | 1.61% | −443,789−93.8% | Reduced |
| Keeley-Teton Advisors, LLC | 29,548 | $2.47M | 0.32% | −665−2.2% | Reduced |
| Walleye Trading LLC | 29,629 | $2.48M | 0.13% | +4,425+17.6% | Added |
| SEI Investments Co | 30,634 | $2.56M | 0.00% | +7,267+31.1% | Added |
| Arizona State Retirement System | 31,251 | $2.62M | 0.02% | −1,856−5.6% | Reduced |
| Freestone Capital Holdings, LLC | 32,000 | $2.68M | 0.11% | +32,000 | New |
| Hennessy Advisors Inc | 32,100 | $2.69M | 0.19% | −800−2.4% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 32,425 | $2.71M | 1.35% | −3,533−9.8% | Reduced |
| Penn Capital Management Co Inc | 33,719 | $2.82M | 0.27% | −1,828−5.1% | Reduced |
| Easterly Investment Partners LLC | 34,075 | $2.85M | 0.26% | +6,373+23.0% | Added |
| Hantz Financial Services, Inc. | 34,370 | $2.88M | 0.07% | +700+2.1% | Added |
| Ulland Investment Advisors, LLC | 34,851 | $2.92M | 2.99% | −1,927−5.2% | Reduced |
| Credit Capital Investments LLC | 35,018 | $2.93M | 3.82% | −1,410−3.9% | Reduced |
| Bank of Montreal | 35,197 | $2.95M | 0.00% | −1,573−4.3% | Reduced |
| Pacific Global Investment Management CO | 35,607 | $2.98M | 0.62% | +853+2.5% | Added |
| Oregon Public Employees Retirement Fund | 35,775 | $2.99M | 0.04% | −4,434−11.0% | Reduced |
| Schroder Investment Management Group | 36,813 | $3.08M | 0.00% | −38,480−51.1% | Reduced |
| Wedge Capital Management L L P | 36,860 | $3.08M | 0.05% | +36,860 | New |
| Ci Investments Inc. | 37,187 | $3.11M | 0.02% | −23,115−38.3% | Reduced |
| Dark Forest Capital Management LP | 38,245 | $3.20M | 0.33% | +9,357+32.4% | Added |
| First Dallas Securities Inc. | 38,448 | $3.22M | 1.79% | +6,302+19.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,538 | $3.22M | 0.01% | −2,614−6.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 38,600 | $3.23M | 0.01% | +9,100+30.8% | Added |
| Russell Investments Group, Ltd. | 39,604 | $3.31M | 0.01% | −6,012−13.2% | Reduced |
| Jupiter Asset Management Ltd | 43,098 | $3.61M | 0.04% | +43,098 | New |